Overview We are a growing, privately held group of operating companies in the heavy equipment, equipment dealership, auction, rental, service, parts, and logistics industries. We are seeking an experienced Fractional Chief Information Officer to assess our current technology environment, develop a practical technology roadmap, and help lead the implementation of priority initiatives across multiple business units and locations. We are looking for a business-oriented technology leader who can help us improve: Systems integration Process automation and AI implementation Data and Inventory visibility CRM adoption and accountability Executive dashboards Phone system capabilities Cybersecurity oversight Vendor accountability Standardization across operating companies and locations The ideal consultant will be comfortable moving between strategy and execution. We do not need a report that sits on a shelf with no one to execute it. We need a leader who can identify priorities, simplify decisions, select the right vendors and tools, and help drive implementation. Business problem to solve Our businesses have grown across multiple operating models, systems, vendors, and locations. We need stronger visibility, more consistent processes, and better integration between the systems that support sales, inventory, rentals, service, parts, auctions, logistics, marketing, finance, and leadership reporting. We want to reduce duplicate data entry, improve the quality and timeliness of information, strengthen accountability, and give leadership trusted data for faster decision-making. Initial engagement We expect the initial engagement to include a structured technology and business systems assessment, followed by a prioritized roadmap. Phase 1 deliverables: Assess the current technology environment, including key systems, vendors, integrations, data flows, reporting processes, and operational pain points. Identify urgent risks, quick wins, and longer-term priorities. Develop a practical 12- to 24-month technology roadmap with sequencing, estimated resource needs, decision points, and recommended ownership. Evaluate our current phone system environment and recommend a plan for upgrade, vendor selection, and implementation. Recommend an approach to improve inventory visibility, including equipment locations, attachments, transfers, rental status, and related reporting needs. Develop a business intelligence and dashboard strategy for leadership reporting. Evaluate CRM adoption, data quality, workflow consistency, and sales management visibility. Identify practical AI and automation opportunities that can save time, improve reporting, strengthen customer response, and reduce repetitive manual work. Review cybersecurity posture, vendor coverage, disaster recovery, business continuity, and major risk gaps. Recommend an implementation governance model, including decision rights, project cadence, vendor accountability, and progress reporting. Likely implementation priorities The exact sequence will be finalized after the initial assessment, but current priorities include: Immediate priorities Technology assessment and systems inventory Phone system upgrade and implementation planning Practical AI strategy and initial use cases Inventory visibility improvements Data ownership and reporting standards Near-term priorities Executive dashboard development CRM optimization and adoption Integration between CRM, accounting, inventory, rental, dealership, auction, logistics, and marketing systems Reduction of duplicate data entry and spreadsheet-based reporting Vendor performance management Cybersecurity and continuity improvements Longer-term fractional CIO responsibilities Depending on fit and the assessment results, the selected consultant may continue in an ongoing fractional capacity to: Lead technology roadmap execution Oversee system selection and implementation projects Coordinate internal stakeholders and outside vendors Improve data governance and reporting reliability Develop executive dashboards and KPI visibility Support CRM adoption and process standardization Identify and implement workflow automation Guide responsible AI adoption Strengthen cybersecurity oversight Establish repeatable technology decision-making standards Provide executive-level recommendations on technology investments What this role is not This is not primarily a role for: Routine help desk management Printer, laptop, or desktop troubleshooting Server administration Basic managed IT support A pure software developer A consultant who only produces recommendations without implementation support We need someone who can translate business problems into practical technology solutions and help drive adoption across the organization. Required experience Candidates should have meaningful experience leading business systems improvement in a multi-location or multi-business operating environment. Strong candidates will have experience with several of the following: Fractional CIO, CIO, CTO, VP of Technology, enterprise applications, or technology transformation leadership Systems integration and enterprise architecture ERP, accounting, CRM, inventory, rental, or operational systems Business intelligence tools such as Power BI or Tableau Dashboard development and executive KPI reporting Data governance and reporting standardization Vendor selection, contract management, and implementation oversight AI use-case identification and workflow automation Cybersecurity oversight, disaster recovery, and business continuity Change management and user adoption Privately held, family-owned, founder-led, or entrepreneurial businesses Experience in equipment dealerships, distribution, rental businesses, logistics, construction, agriculture, automotive dealerships, industrial services, or other multi-location operational environments is strongly preferred but not required. Working style The right person will be: Business-oriented Practical and execution-focused Comfortable challenging unclear priorities Able to simplify complex decisions Comfortable working with ownership, executives, department leaders, branch teams, and outside vendors Willing to get into the details without losing strategic perspective Focused on measurable business outcomes rather than technology for technology’s sake Some onsite discovery work and periodic travel to company locations may be required. Please indicate your availability for onsite work in Pennsylvania and Maryland. What success looks like Success should produce measurable improvement in the business, including: Leadership has reliable visibility into key business metrics Reporting becomes faster, more automated, and more trusted Inventory locations and status are easier to understand CRM adoption and sales visibility improve Systems communicate more effectively Duplicate data entry and manual reporting are reduced Technology vendors are held accountable AI and automation create measurable productivity gains Cybersecurity risks are better understood and addressed Ownership spends less time searching for information and more time making decisions Please include the following in your proposal A brief description of two or three similar engagements you have led. An example of a multi-location, multi-business, dealership, distribution, rental, logistics, or operational environment you have supported. Your approach to the first 90 days of an engagement like this. Your experience with ERP, CRM, inventory, rental, accounting, phone, reporting, and business intelligence systems. Your experience implementing AI or workflow automation in a practical business setting. Your approach to vendor selection and vendor accountability. Your preferred engagement model, expected weekly availability, hourly or project rate, and ability to support onsite discovery work. Whether you personally lead the work or delegate significant portions of the engagement to other team members.

Executive Virtual Assistant (President Support + Sales Operations) Ongoing contract, up to 20 hours per week About ILM Professional Services At ILM Professional Services, we don't just build software; we craft solutions that transform businesses and lives. Our commitment to excellence, empathy, and innovation is at the heart of everything we do. By fostering a culture that values lifelong learning, inclusivity, and integrity, we empower our team to create impactful solutions that meet our clients' true needs. Join us in our mission to be the most trusted ally in the technology landscape, where every interaction is a step towards a brighter, more connected future. Position Overview ILM is hiring an Executive Personal Assistant (PA) to support the President and bring structure, focus, and execution discipline across day-to-day leadership, sales operations, and cross functional coordination. This role is a force-multiplier: you will convert priorities into clear plans, capture actions and follow-ups in our systems, and ensure commitments turn into completed outcomes. This is not a basic admin role. The PA will act as the President’s operating partner, helping run a weekly operating rhythm across Sales, Marketing, Technology, Human Resources, and Recruiting. Key Responsibilities Executive Operating System & Planning • Own the President’s calendar, email triage, and daily priorities; proactively protect focus time and reduce context switching. • Run a weekly planning cadence: align priorities, define outcomes, and publish a simple weekly plan (Top 5 priorities, key meetings, deadlines). • Prepare the President for 1:1s and key meetings: confirm objectives, create agendas, gather pre-reads, and ensure decisions are captured. • Extract tasks and commitments from conversations and convert them into organized action lists with owners, deadlines, reminders, and follow-ups. • Maintain a real-time executive task dashboard (daily/weekly) that gives visibility to what is in progress, what is blocked, and what is next. • Drive closure: ensure open loops are completed or consciously deprioritized. Sales Support & CRM Discipline • Schedule client meetings and interviews, including calendar invites, agendas, reminders, and logistics (including lunch reservations when needed). • Maintain sales hygiene in CRM: enter deal details, notes, next steps, owners, due dates, and follow-up tasks within 24 hours of activity. • Post-meeting follow-through: organize recordings, summarize outcomes, document action items, and ensure next meetings are scheduled. • Coordinate candidate interviews with clients; send resumes and concise candidate summaries; track interview outcomes and next steps. • Manage contract workflows: send contracts via DocuSign, track signatures, store executed contracts in SharePoint, and maintain a contract/extension tracker. • Proactively manage extensions: trigger reminders and coordinate internal follow-up at least 6 weeks prior to contract end dates. • Support relationship-building efforts such as client gifts and holiday outreach by researching preferences and coordinating delivery. Employee & Leadership Support • Coordinate recurring employee 1:1s with the President; send agendas, reminders, and pre work prompts to drive productive conversations. • Capture notes and distribute clear action items after 1:1s (owners, deadlines, follow-ups). • Maintain the President’s direct-report task tracker and ensure weekly follow-through. • Support company-wide performance processes (360 reviews for managers): scheduling, documentation, reminders, and completion tracking. • Coordinate internal meetings: weekly leadership cadence, Scrum notes distribution, and twice-yearly all-company meetings. • Draft executive communications as requested (anniversary messages, year-end updates, employee recognition). • Coordinate employee appreciation and gifting initiatives. Qualifications Experience • 5+ years of high-ownership Personal Assistant in a small business environment. • Demonstrated experience building structure for an unstructured environment: weekly planning, action tracking, and follow-up discipline. • Experience supporting Sales operations and CRM hygiene. • Exposure to professional services, consulting, software/technology, or technical teams is preferred. • Experience coordinating across departments (Sales, Marketing, Technology, HR/Recruiting). Core Skills • Extreme organization and follow-through: you create clarity, set cadence, and close loops. • Strong written communication: crisp agendas, meeting notes, and executive-ready summaries. • Meeting and calendar mastery: you anticipate conflicts, sequence priorities, and protect focus time. • Operational judgment and discretion: you handle sensitive information with integrity and professionalism. • System builder mindset: you design lightweight processes that reduce chaos and increase throughput. • Proactive ownership: you do not wait to be told; you identify what is missing and take action. Tools & Working Style • Proficiency with Microsoft 365 (Outlook, Word, Excel, Teams) and SharePoint. • Comfort with DocuSign (or equivalent e-signature tools). • Comfort with AI tools for summarization and drafting (e.g., meeting transcript cleanup) while maintaining confidentiality standards. • Ability to work in a fast-changing environment, manage multiple threads, and maintain calm execution under pressure. Core Values and Culture Fit Candidates must demonstrate a strong commitment to ILM’s core values of excellence, integrity, lifelong learning, perseverance and mutual respect. We are looking for a driven individual who embodies an entrepreneurial spirit, is self-motivated, and takes initiative. A passion for technology and a desire to create a positive impact through innovative solutions are essential.

I run a contracting business and need a reliable, communication-first virtual assistant to be my voice with clients and keep my CRM organized so I can stay in the field. Your main responsibilities: - Call and text clients with project updates and follow-ups - Follow up on estimates and payments - Organize job photos and upload them into AccuLynx - Create appointments, update job statuses, and send invoices - Relay schedules and updates between my crews and clients I'm looking for someone who: - Loves client communication and is warm and professional on the phone - Is highly organized and reliable (I value follow-through above all) - Has strong written and spoken English (Spanish a plus) - Has CRM experience — AccuLynx ideal, but not required if you learn fast Part-time to start (~10–15 hrs/week) with room to grow. I'll pay through Upwork with time tracking. To apply: Start your proposal with the phrase "Blue Roof" so I know you read the full post, and briefly answer: (1) a time you turned a frustrated client around, and (2) how you stay organized with lots of small repetitive tasks. Proposals without the phrase won't be reviewed.

Looking for someone to verify visits on Axis Care daily. This includes adding care notes, clicking adls, and locking the visit to verify and send over. The ideal candidate will have attention to detail and accuracy in data entry. This is a part-time role requiring entry-level proficiency. Must be willing to work 5:30 pm Easter Standard Time to 10:30 pm. We need someone Monday - Friday.

CallTrackingMetrics (CTM) IVR Setup Specialist – One-Time Project **Project Type:** Contract / Freelance **Hours:** Approximately 50 hours total (depending on speed and experience) **Rate:** $12–$16/hour **Location:** Remote **Project Duration:** One-time project About the Project We are seeking a detail-oriented contractor to help deploy Interactive Voice Response (IVR) menus within CallTrackingMetrics (CTM) for approximately **500 client accounts**. This project involves following a standardized process to create and assign IVR menus that help our healthcare clients accurately track new patient versus existing patient phone calls. The work is repetitive but requires excellent attention to detail and the ability to follow documented procedures consistently across a large number of accounts. ## Responsibilities * Log into CallTrackingMetrics and access assigned client subaccounts * Create IVR (Voice Menu) configurations using our provided template/preset * Configure menu options for: * New Patients (Press 1) * Existing Patients (Press 2) * Fallback Routing * Verify routing numbers and receiving numbers are configured correctly * Assign IVRs to designated tracking numbers * Apply required tagging configurations * Test IVR functionality to ensure proper call routing * Document completed accounts and report any exceptions or issues * Follow detailed written SOPs and deployment instructions ## Requirements * Experience with CallTrackingMetrics (preferred but not required) * Experience with call tracking, phone systems, IVRs, or telecommunications platforms * Strong attention to detail and accuracy * Ability to follow step-by-step procedures without deviation * Comfortable working through a large volume of similar tasks * Strong written communication skills * Ability to work independently and meet project deadlines ## Nice to Have * Previous experience with healthcare marketing clients * Familiarity with call tracking platforms such as CallRail, Invoca, CallTrackingMetrics, or similar tools * Experience with QA/testing processes ## To Apply Please include: 1. A brief summary of your experience with call tracking or IVR systems. 2. Examples of any CallTrackingMetrics, CallRail, or similar platform experience. 3. Your estimated number of hours you can dedicate per week. 4. The word **"IVR500"** at the beginning of your proposal so we know you've read the full posting. We are looking for someone who is organized, reliable, and able to execute a repeatable process accurately across hundreds of accounts.

We are seeking a skilled construction estimator to assist with prevailing wage projects. The role involves gathering information from drawings to ensure accurate job quotes. The ideal candidate will have experience in construction estimating and be able to work independently to deliver precise cost estimates.

Description We are building Cardinal Hearts, a Stanford-centered digital wellness and anonymous peer support platform designed to help students navigate romantic relationships--share experiences, seek support, access personalized resources, and foster meaningful reflection in a psychologically safe environment. The platform will be fully accessible across both mobile and desktop devices, with a seamless, intuitive experience on each. We are looking for a talented full-stack developer to build a high-resolution functional MVP/prototype with scalable frontend and backend architecture. This is not a traditional social media platform — the interaction model should feel intentional, supportive, privacy-conscious, and community-centered. --- Core Features Frontend Development We need a modern, clean, responsive application that works seamlessly across: * Mobile devices * Tablets * Desktop/laptop browsers Key features include: * Anonymous posting feed * Post creation flow * Stanford-inspired branding/aesthetic * Tagging/filter system: * “Seeking Advice” * “Just Wanted to Share” * User onboarding/login flow * Saved/bookmarked posts * Ability to “follow/save” posts for later viewing * Personal Diary feature (see below) * Responsive UI optimized for both mobile and desktop --- Community Interaction Features We want engagement to feel emotionally supportive rather than performative social media. Features include: * “I Resonated” reaction button on posts * Anonymous resonance counts visible publicly * Optional sorting/filtering by most resonated posts * Private “This Didn’t Resonate” feedback option (not visible to other users; used only for internal analytics and personalization) * Aggregate engagement signals used to improve content surfacing and recommendations --- Diary Feature (Personal Reflection System) Each user will have a **Diary**, which serves as their personal timeline of activity and reflection. Core functionality: * All public posts automatically appear in the user’s Diary, organized by date * Users can also write **private diary entries** that are never shared publicly * Clear distinction between: * Public posts (community-visible + stored in diary) * Private reflections (personal only) Diary capabilities: * Chronological timeline view of all entries * Ability to filter between public and private entries * Optional tagging of entries (e.g., reflection, advice-seeking, personal note) * Centralized place to revisit personal experiences over time --- Mood & Reflection Calendar Feature We also want a reflective mood tracking system inspired by apps like *Natural Cycles*. When users reflect or write in their diary, they can optionally select a **mood using an emoji-based system** (e.g., “Anxious 😟”, “Sad 😔”, “Calm 🙂”, etc.). Core functionality: * Users can attach a mood to each entry (optional) * Mood input should be fast and lightweight (emoji + label selection) Visualization: Users can view their data in: * Daily view (mood + associated entries) * Weekly trends * Monthly calendar or heatmap visualization of mood patterns Purpose: This feature helps users identify emotional patterns over time by connecting: * Mood states * Life events/reflections * Written posts Example: A user may notice repeated “anxious” moods on days involving a specific relationship dynamic, enabling deeper self-awareness and reflection over time. The goal is to support insight, not diagnosis — helping users better understand emotional patterns and triggers. --- Resource Library + Personalized Recommendations We are also building a curated **digital resource library** populated with materials from Stanford’s SHARE (Sexual Harassment/Assault Response & Education) office. Library may include: * Books * Articles * PDFs * Support resources * Educational materials Features: * Admin upload and management system * Categorization/tagging of resources * Personalized recommendations based on: * User posts * Diary entries * Mood data * Tag usage Recommendation system: Can initially be rules-based (no need for full AI at MVP stage) Examples: * Users expressing loneliness may be shown community/support resources * Users seeking relationship advice may receive relevant reading materials Privacy and sensitivity are critical to design. --- Analytics Dashboard (Admin/Internal) We need a basic analytics dashboard including: * Total users * Daily/weekly active users * Posts over time * Most-used tags * Most resonated-with posts * Resource engagement metrics * Repeat visitor tracking Advanced visualization requests: * Calendar view of engagement activity * Heatmap-style visualization for user engagement over time * Trend tracking for usage patterns (daily/weekly/monthly) We are open to recommendations for the best charting libraries/tools. --- Backend Development Requirements * Secure Stanford-only login/authentication * Stanford SSO preferred if feasible * Otherwise .edu-based restriction system * Database architecture and setup * Anonymous posting logic (ensuring privacy separation from identity) * User accounts and diary storage system * Saved posts/bookmarking system * Tag and category management * Moderation/reporting tools (basic MVP) * Scalable backend structure for future expansion --- Preferred Tech Stack Open to recommendations, but currently considering: * React / Next.js * Node.js * Firebase or Supabase * PostgreSQL --- Ideal Candidate * Strong full-stack web development experience * Experience building social or community platforms * Strong UI/UX instincts * Experience with authentication and secure systems * Comfortable building privacy-first products * Strong communication and fast execution mindset * Product/design thinking is a plus Bonus if you have experience with: * Anonymous social platforms * Mental wellness or student-facing products * Recommendation systems * Data visualization dashboards --- Deliverables * Functional high-fidelity MVP/prototype * Clean, documented codebase * GitHub repository handoff * Deployed staging/testing environment --- To Apply Please include: 1. Relevant portfolio/projects 2. Recommended tech stack for this build 3. Estimated timeline 4. Estimated budget range 5. Your approach to: * Anonymous posting architecture * Diary + mood tracking system * Personalized recommendation system 6. Any suggestions or improvements based on your experience We are aiming to move quickly and begin development ASAP.

Looking for an experienced assistant to send emails to executives in financial firms inviting them to join a series of meetings and retreats. Required experience: Proficient using email Communicate effectively and professionally with executives Detail oriented Proficient at keeping records in a CRM about contacts with prospects Proficient using Adobe Acrobat The goal of the project is to send emails to executives and set up meetings with prospects for our CEO to have one-on-one calls. If this works as well as it has in the past, we will have a need for much more work going forward.

I am looking for support to gather quotes for business insurance for a small business. In particular, I need help with the following tasks: - Conducting internet research and identifying vendors and/or aggregator platforms which can provide business insurance - Providing the relevant information to gather a quote (information to be provided) - Corresponding with the vendors; completing phone calls as needed - Gathering 4 types of quotes: Business Owner's Policy (BOP), General Liability Insurance, Commercial Property and Business Interruption - Filtering down the quotes based on the best fit with criteria I provide - Compiling the quotes in an excel document to compare - Sharing the quotes The task should not take more than 2~3 hours, though may require some back and forth with vendors.

I am a Las Vegas Realtor looking for a highly organized, dependable Marketing Assistant / Project Coordinator to help me stay on track with several business growth initiatives over the next 90 days. This is a part-time role (approximately 5–10 hours per week) and is ideal for someone who enjoys helping projects move from idea to completion. Current projects include: * Social media content scheduling * YouTube channel management and video uploads * CRM/database organization and cleanup * Email marketing support * Canva graphics and marketing materials * Organizing and tracking business projects * Assisting with a relocation guide and other client resources * Weekly goal tracking and accountability support The ideal candidate is: * Highly organized and detail-oriented * A strong communicator * Comfortable using Canva, Google Workspace, and social media platforms * Able to follow systems and meet deadlines * Proactive and willing to make recommendations when appropriate * Reliable and responsive Real estate experience is a plus but is not required. What I need most is someone who can help me stay organized, keep projects moving forward, and ensure that important tasks do not fall through the cracks. I value professionalism, integrity, clear communication, and follow-through. I prefer to work with someone who is collaborative, positive, and solutions-oriented. We will communicate regularly through email, messaging, and occasional Zoom meetings as needed. When applying, please tell me about your experience with project management, organization, social media, Canva, and any work you have done supporting small businesses, entrepreneurs, or real estate professionals.